Power of Attorney for Specific Matters

About this power of attorney

Prepare a power of attorney that lets someone you trust act for you in specific, defined matters — for example dealing with an office, collecting documents or handling a particular errand. It applies from signing until the end date you choose, unless you revoke it earlier; by law it also ends on death or loss of legal capacity. It is valid only when you sign it in person before an Israeli notary who certifies your signature.

Check the scope before you start

Read these scope conditions before starting. The guided form asks you to confirm each statement.

• The principal is an adult who understands this document and signs it personally and freely.

  If the principal may not understand the document, or the aim is to plan for a future loss of capacity, this power of attorney is not suitable: an ordinary power of attorney ends when the principal loses capacity. If a guardian has been appointed for the principal in these matters, or anyone is pressuring the principal to sign, do not continue.

• The powers are limited to defined matters — not all of the principal’s affairs and not a real-estate transaction that must be registered.

  The document covers only the matters you tick later, and in any case it is signed before a notary, as the Notaries Law (section 20) requires for a general power of attorney. It does not allow gifts, loans, guarantees, settlements, court proceedings, investments or medical decisions. Managing all of the principal’s affairs, or a real-estate transaction, needs a different document prepared with a lawyer.

What the guided form covers

The published form is organized into these topics. Some questions appear only when relevant to your answers.

1. Is this the right document?

   This power of attorney lets another person handle defined matters for you for a limited time, and is signed before a notary. First confirm it fits your needs.

2. Principal & agent

   Details are printed exactly as you type them. Write them in the document’s language; for use abroad, write names in Latin letters as in the passport.

3. What the agent may do

   Tick only what the agent really needs. Anything not ticked is not included. In no case may the agent deal in real estate, give gifts, loans or guarantees, waive or settle, go to court, make medical decisions or act for their own benefit.

4. Safeguards & instructions

   Set a limit per transaction, reporting and any fee. These protect the principal against misuse of the power.

5. Duration & signing

   Set how long the power lasts and confirm the signing conditions before the notary. The place and date of signing are handwritten at the notary.

What to prepare before you start

• Have the full name, ID number and address of the principal — the person giving the power — and of the agent who will act, ready.

• Write down exactly what the agent may do, with which offices or people and for which matter. A short, specific list protects you better than broad wording.

• Choose an end date, and decide whether there are actions the agent must not take or must report to you about.

• Ask the bank, authority or organization that will receive the document whether it requires its own form or a translation, and book a meeting with an Israeli notary, who must certify your signature.

What to check before signing

Read the powers as if you were the agent: they should allow exactly what you intend and nothing more. This document is for defined matters only — not for all your affairs and not for a real-estate transaction, which has its own power of attorney. It also stops working if you lose capacity; planning for that requires an enduring power of attorney. Have the notary or a lawyer check the wording before you sign.

This preparation guide helps you organize information. It does not determine whether a template fits your circumstances or replace advice from a qualified Israeli lawyer.

From your details to a document

1. Open the guided form and enter the principal’s and the agent’s details and the powers you want to give.
2. Review the names, ID numbers, powers and end date. Correct anything missing or broader than you intend before finalizing.
3. Download the PDF and read it in full. Sign it in person before a notary in Israel who certifies your signature or, abroad, only where the form offers it and before the certifier it names.

After you download

1. Do not sign in advance. Sign the power of attorney in person before an Israeli notary, who certifies your signature. Bring a valid ID document.
2. Give the agent the certified original and keep a copy. Institutions may ask to see the original or a certified copy.
3. To cancel the power of attorney before its end date, notify the agent in writing, tell every institution that received a copy, and keep proof that you did.
4. Note the end date. If the agent needs to keep acting after it, prepare and sign a new power of attorney.